Investment
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The Business Cycle
How will you weather the ups and downs of the business cycle?
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
When Markets React
When markets shift, experienced investors stick to their strategy.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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